See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,400 | $100,773+3.6% | $88,946+17.4% | $142,382-26.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.86% | 70.18%-58.3pp | 57.82%-46.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,075 | $2,918+5.4% | $2,555+20.3% | $4,299-28.5% |
| Participant deferral / active EE | $1,919 | $5,230-63.3% | $4,581-58.1% | $6,507-70.5% |
| Admin fee / account holder | $8,001 | $9,693-17.5% | $8,261-3.1% | $12,624-36.6% |